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insight on the global economy, as well as the impact of new security concerns in light of the tragic and deadly bombings in boston. >> yeah, it was of course, at this hour when we first learned yesterday of the horrific events unfolding in boston. that is where our scott cohn is right now with the very latest. scott, one day later, what can you tell us? >> reporter: maria, 24 hours after the horrific attacks, it is still an intense crime scene behind me, as authorities try to search for any clues about who did this and why. u.s. attorney general eric holder out with a statement a short time ago, again, calling on the public to help, saying no bit of evidence is too small. they are looking for cell phone video, anything that can help them figure out and piece the facts together. we also know that the boston athletic association, which stages this marathon every year, had three surveillance cameras at the finish line. the company that provided those cameras under a sponsorship agreement tells cnbc they are cooperating with authorities. we will see whether that yields anything, but what
. the economy is getting worse. but the fed is all in. they're at 85 a month. now, maybe some people like jim bulllard are talking about doing more, but that's not on the fed's table right now. what's on their table is potentially tapering out of the 85 a month when the market wants more. the market is stuck. they want more from the fed, because the economy is weakening, or they want the economy to rebound and nothing's happening and we jump around all over the place. >> warren, what do you think? you've been constructive on this market all through the first quarter. you felt like there was more to go here. but do you feel like the psychology is changing with the volatility that we've seen this week? >> i'll tell you, this week has been a little bit troubling, and i have been pretty bullish up until this point. when you tend to see days like this, where the day after day, up and down bid on the dow, 100-plus point move on any given day, that's a sign that this market is truly struggling. >> are you rethinking your bullish position, at least for the short-term? >> a little bit. i think the thi
is a realization now that the market is probably well ahead of itself, based on what the economy is, based on what we're seeing happening around the world in china, certainly what's going on in europe. so the fact is that investors all of a sudden are deciding, geez, we better start paying attention to this news, becausing the market is well ahead of itself. so what you're seeing is the market backing off and really coming back or trying to come back to a state of equilibrium between where the economy is and where the market should be. the whole boston thing and boston marathon and that down in d.c. is certainly adding some angst to the market, but that's not the reason the market is off 170 points. part of it is much more technical just in terms of market action. >> but, michael, when we saw the market come off the lows, it happened to be when we thought there was an arrest. is that a coincidence with the markets? >> i think to some extent, there's going to be a little bit of a relief move if you see some kind of arrest really happen, but these deflationary pressures have been in play since the e
weaker economies. and when you get the imf admitting that austerity isn't the way, and i don't disagree. if you didn't do reforms and you didn't do pro growth, all three ingredients needed to make a growth economic cake, i shudder to think what happens next. many suspect moody's may downgrade spain. >> with all of that said, stephen, how do you want to allocate capital right here? >> i think you need to look into equities. it's very interesting. look at the 1,000 and 2,000, large and small cap space, but also defensive versus dynamic, the rally we've seen has been very strong. it's had this very defensive tam boar tambor. it's like this sub tub city -- city constitution effect. global economics, look at the u.s. first. name by name basis. emerging markets. i would think global bonds. longer term investors, commodities from a valuations perspective look attractive. >> commodities? gold? >> not necessarily gold. >> oil? >> dr. copper. the valuations are beginning to pull in a little bit if you've got three to five years which maybe a lot f of people don't have. if you're a longer investor
Search Results 0 to 3 of about 4